Client Placement & Carrier Partnerships Lead

IMA Financial Group; Wichita (KS); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Descripción de la vacante

IMA Financial Group in Wichita, KS seeks a professional to support marketing and placement strategies with carriers, generate quotes, and manage client files. You will collaborate with sales staff and broker partners to drive new business growth, and assist in the transition from marketing to servicing teams.

The role requires strong math skills, critical thinking, time management, and excellent communication.

Formación

• Math skills including ratios, percentages, discounts, and commissions.
• Ability to multitask in a fast-paced environment while meeting requests in a timely manner.
• Strong critical thinking and problem-solving abilities.
• Excellent time management with ability to meet deadlines and turnaround demands.
• Excellent oral and written communication and interpersonal skills.

Responsabilidades

• Supports and demonstrates IMA’s core values and DEI commitments.
• Collaborates with sales staff and carrier partners to develop and execute marketing and placement strategies.
• Generates quotes using carrier online quoting and comparative rating systems and creates detailed proposals.
• Enters prospect and underwriting information into agency management system and maintains organized files.
• Negotiates account eligibility and coverage terms with carriers.
• Keeps knowledge of carrier appetites and market changes, attends carrier meetings.
• Communicates quoted coverages, costs, and deductibles to producers and suggests enhancements.
• Coordinates invoices, certificates of insurance, broker of record requests, auto ID cards, and related filings.
• Assists in transitioning from marketing to servicing teams and maintains carrier relationships.
• Supports the building of long-term partnerships with producers and maintains agency standards.
• Aims to meet or exceed agency and department goals and assists team members as needed.

Conocimientos

Math skills

Multitask

Critical thinking

Time management

Communication

Descripción del empleo

IMA Financial Group in Wichita, KS seeks a professional to support marketing and placement strategies with carriers, generate quotes, and manage client files. You will collaborate with sales staff and broker partners to drive new business growth, and assist in the transition from marketing to servicing teams.

The role requires strong math skills, critical thinking, time management, and excellent communication.